Plan5500

Team Lyders Retirement Plan — Form 5500 plan (Sundance, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Team Lyders Retirement Plan is a benefit plan reported by Sundance, Inc. under EIN 38-3284710 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,188 participants and $5,247,471 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sundance, Inc.
EIN
38-3284710
Plan number
001
Plan type
2
Location
Brighton, MI
Latest filing year
2023
Participants
2,188
End-of-year plan assets
$5,247,471

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,188H, C20241014070042NAL0025640481001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,247,471
Total liabilities (EOY)
$0
Net assets (EOY)
$5,247,471
Net assets (BOY)
$3,619,898

Income & contributions

Employer contributions
$417,791
Participant contributions
$788,330
Total contributions
$1,218,804
Total income / additions
$2,009,329

Expenses & distributions

Benefits paid
$319,871
Administrative expenses
$61,885
Total expenses
$381,756
Net increase / (decrease)
$1,627,573

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rehmann Financial GroupRECORDKEEPER$41,649not reported in the loaded dataset2023
Rehmann Capital Advisory GroupADVISOR$20,196not reported in the loaded dataset2023

Related Form 5500 pages